Defining the starting population

4 Tasks

10 mins

Visible to: All users

Beginner

Pega Customer Decision Hub 8.6

English

Scenario

U+ Bank, a retail bank, wants to use the always-on outbound approach to send promotional emails to qualified customers. For the starting population of the outbound schedule, the bank uses a segment that identifies all customers who have opted in to receive promotional emails.

Now the bank wants to add one more criterion to the existing segment, which checks if a customer has agreed to contact on any channel.

Use the following credentials to log in to the exercise system:

Role	Username	Password
Decisioning Analyst	CDHAnalyst	rules

Your assignment consists of the following tasks:

Task 1: Open the existing All mailable customers segment

In the Audience -> Segments tab, click the All mailable customers segment.

Task 2: Add the new segment criterion to the Mailable criteria group

In the Mailable criteria group, define the new criterion as follows:

Data field	Operator	Value
DoNotContactInd	Exactly	N

Task 3: Run the segment

Task 4: Confirm the results of the segment

In the All mailable customers segment, click Show Customers to preview the list of customers selected for the segment.

Challenge Walkthrough

Detailed Tasks

1 Open the existing All mailable customers segment

Log in to Customer Decision Hub as the Decisioning Analyst with user name CDHAnalyst and password rules.
In the navigation pane on the left, click Audience > Segments.
On the Segments landing page, click the All mailable customers segment.

Note: The All mailable customers segment is configured with two criteria. There are 1071 customers in the All Customers Segment, of which 769 customers have opted in to receive promotional emails.

Click Check out to make changes.

2 Add the new segment criterion to the Mailable criteria group

In the Mailable criteria group, click Add criteria.
In the Add Criteria window, on the Data fields tab, in the search box on the left, enter contact and press the Enter key or click the search icon.
In the list of results, click the Customer.DoNotContactInd data field.
Click Apply.
In the DoNotContactInd criterion, select Exactly from the drop-down list.
In the text box on the right, enter the value N.
Click Check in to add check-in comments and save the changes.

3 Run the segment

Click Run to run the segment.
Click Confirm and wait until the run completes.

When the run completes, the Mailable is updated. There are 724 customers who can be contacted and have opted in to receive promotional emails.